Wealth Strategy Institute

Launching in 2022, OMFIF’s Wealth Strategy Institute is uniquely positioned to provide insight to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.

First, that as an increasingly powerful collective, wealthy individual investors face many of the same motives and opportunities as traditional investment institutions – for instance, to seek out good investment opportunities others ignored, find the right risk-reward balance, generate additional returns on capital, and so on.

Second, that as guardians of their family’s wealth, they face a particular set of challenges as they manage not just their money, but the future of the family’s personal and business interests too.

OMFIF is uniquely positioned to provide insight to these HNWs and UHNWs, their advisers, and the businesses that serve them. The Wealth Strategy Institute will bring all of OMFIF’s expertise to this audience through two landmark events in 2022.